IIA

IPG Investment Advisors Portfolio holdings

AUM $561M
1-Year Est. Return 34.48%
This Quarter Est. Return
1 Year Est. Return
+34.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$5.79M
3
+$4.93M
4
TSLA icon
Tesla
TSLA
+$4.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.12M

Top Sells

1
+$8.34M
2
+$5.82M
3
+$5.49M
4
QCOM icon
Qualcomm
QCOM
+$2.8M
5
WDC icon
Western Digital
WDC
+$2.7M

Sector Composition

1 Technology 25.03%
2 Consumer Discretionary 21.69%
3 Industrials 11.38%
4 Communication Services 6.82%
5 Energy 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.08%
+61,500
127
$230K 0.08%
5,450
128
$229K 0.08%
2,875
129
$227K 0.08%
2,615
130
$224K 0.08%
8,728
-36,436
131
$221K 0.08%
3,400
132
$220K 0.08%
+1,605
133
$217K 0.07%
15,967
134
$213K 0.07%
+1,402
135
$212K 0.07%
2,315
-300
136
$212K 0.07%
3,510
137
$205K 0.07%
+2,050
138
$202K 0.07%
+1,795
139
$191K 0.07%
176
-40
140
$161K 0.06%
36,234
-7,702
141
$111K 0.04%
+533
142
$101K 0.03%
+2,200
143
$98.2K 0.03%
11,190
144
$94.1K 0.03%
+2,600
145
$79.3K 0.03%
130,000
+120,000
146
$72.5K 0.02%
4,338
147
$51.1K 0.02%
31,599
148
$46.3K 0.02%
850
+300
149
$36.5K 0.01%
14,850
150
$29.3K 0.01%
15,603
3 4 5
6
7